Step 1: The Basics
Task | Details |
Log in at app.singleops.com | Bookmark this to your browser or phone home screen for quick access. |
Meet your team: Contacting SingleOps, Support vs. CSM | Support is a great resource if you need help. |
Practice using Global Search | Easily find clients, bids, and more. |
Step 2: SingleOps Overview
Task | Details |
Review the Full Job Workflow in SingleOps | Watch the ~6 minute workflow video to see how SingleOps works. |
Watch Webinars | Join expert led webinars hosted by the SingleOps Customer Success team. Each session covers a specific topic with best practices and live Q&A. See the Timesheets & Labor Tracking session, and register for upcoming sessions here. |
Review Timesheets & Labor resources | |
Review all Best Practices | See how other teams use SingleOps and learn about special use cases. |
Step 3: Practice Makes Perfect
Task | Details |
Manage schedule from My Day | My Day & Timesheets for Crew Users (Video), also available en Español. |
Track time | |
Complete jobs |
Step 4: Track Your Success
Report | What it shows |
A visit level breakdown of profit metrics and other financial performance metrics. | |
Compares estimated labor for a job against the actual labor performed. | |
Clock in and clock out data, total hours, and paid vs unpaid time. Timesheet notes are also included. |
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